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Get Institutions for : 
Ishares Ibonds Dec 2023 Term Corporate ETFA (IBDO)  
$25.33 0.00 (0.00%) as of 4:30 Thu 12/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 5    273
Total shares held : 
 107,563  
% of shares held : 
 0.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -276  
Amount of shares held : 
 -48,980,854  
% of shares held change : 
   -54.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $25.27  
Last Quarter's Ending Price : 
 $25.33  
Last Quarter's Average Price : 
 $25.32  
Change from last quarter's     
avg. price to the last closing  : 
0.01 (0.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
2
 4,226
 3.93%
 
Decreased Positions :
3
-271,510
-252.42%
 
Closed Positions :
273
-48,709,344
-45284.48%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BFT FINANCIAL GROUP LLC 22 - 2023-06-30 253,483 $6,410,000 22,901
   Cribstone Capital Management LLC 9 - 2022-12-31 167,335 $4,188,000 -88,019
   IFP Advisors Inc 179 - 2023-12-31 102,548 $2,598,000 -1,635
   BerganKDV Wealth Management LLC 121 - 2023-06-30 48,306 $1,222,000 -6,472
   Key Bridge Compliance LLC 64 - 2023-09-30 33,796 $857,000 0
   KCS Wealth Advisory 70 - 2023-09-30 33,452 $848,000 11,886
   GOFEN & GLOSSBERG LLC /IL/ 321 *New 2022-12-31 21,350 $534,000 21,350
   Sentinus LLC 116 - 2023-06-30 18,445 $466,000 9,104
   First National Bank of South Miami 63 - 2023-06-30 17,634 $446,000 -1,869
   Sargent Bickham Lagudis LLC 217 *New 2022-12-31 13,203 $330,000 13,203
   VIGILANT CAPITAL MANAGEMENT LLC 117 - 2023-06-30 12,995 $329,000 440
   Ronald Blue Trust Inc. 687 - 2023-12-31 3,808 $97,000 0
   Laurel Wealth Advisors LLC 377 - 2023-12-31 500 $13,000 -108,412
   Financial Gravity Wealth Inc. 393 - 2023-12-31 418 $11,000 0
   OGOREK ANTHONY JOSEPH /NY/ /ADV 226 - 2023-12-31 289 $7,000 -161,463
   Cherry Tree Wealth Management LLC 558 *Closed 2023-12-31 0 $0 -28,434
   Sigma Planning Corp 836 *Closed 2023-12-31 0 $0 -55,668
   COVINGTON INVESTMENT ADVISORS INC. 64 *Closed 2023-12-31 0 $0 -57,460
   Laidlaw Wealth Management LLC 236 *Closed 2023-12-31 0 $0 -9,550
   US BANCORP 3767 *Closed 2023-12-31 0 $0 -1,492,325
   DEARBORN PARTNERS LLC *Closed 2023-12-31 0 $0 -19,747
   Element Wealth LLC 251 *Closed 2023-12-31 0 $0 -41,923
   COLDSTREAM CAPITAL MANAGEMENT INC 935 *Closed 2023-12-31 0 $0 -58,904
   Houlihan Financial Resource Group Ltd. 100 *Closed 2023-12-31 0 $0 -245,032
   HILLTOP HOLDINGS INC. 591 *Closed 2023-12-31 0 $0 -164,737
   Sontag Advisory LLC 642 *Closed 2023-12-31 0 $0 -37,226
   GOULD ASSET MANAGEMENT LLC /CA/ 154 *Closed 2023-12-31 0 $0 -13,745
   HM PAYSON & CO 965 *Closed 2023-12-31 0 $0 -10,950
   LYELL WEALTH MANAGEMENT LP 195 *Closed 2023-12-31 0 $0 -127,324
   Empower Advisory Group LLC 480 *Closed 2023-12-31 0 $0 -7,960
   Day & Ennis LLC 121 *Closed 2023-12-31 0 $0 -21,475
   DELAP WEALTH ADVISORY LLC 96 *Closed 2023-12-31 0 $0 -8,262
   Balentine LLC 587 *Closed 2023-12-31 0 $0 -17,038
   United Community Bank 361 *Closed 2023-12-31 0 $0 -17,634
   RENAISSANCE TECHNOLOGIES LLC 3875 *Closed 2023-12-31 0 $0 -378,961
   BLAIR WILLIAM & CO/IL 1770 *Closed 2023-12-31 0 $0 -27,855
   Advisors Preferred LLC *Closed 2023-12-31 0 $0 -7,710
   Sequoia Financial Advisors LLC *Closed 2023-12-31 0 $0 -11,458
   HEAD & ASSOCIATES LLC 248 *Closed 2023-12-31 0 $0 -635
   Strategic Wealth Partners Group LLC 67 *Closed 2023-12-31 0 $0 -11,288
   Goss Wealth Management LLC 3596 *Closed 2023-12-31 0 $0 -2,027,863
   Mill Creek Capital Advisors LLC 238 *Closed 2023-12-31 0 $0 -44,344
   ETFIDEA LLC *Closed 2023-12-31 0 $0 -19,444
   FinTrust Capital Advisors LLC 1170 *Closed 2023-12-31 0 $0 -77,745
   WELLS FARGO & CO/MN 5989 *Closed 2023-12-31 0 $0 -1,608,893
   BNP PARIBAS ARBITRAGE SA 3086 *Closed 2023-12-31 0 $0 -2,100
   Fairhaven Wealth Management LLC 118 *Closed 2023-12-31 0 $0 -33,087
   VANCE WEALTH INC. 85 *Closed 2023-12-31 0 $0 -53,006
   Endowment Wealth Management Inc. 133 *Closed 2023-12-31 0 $0 -32,244
   Equitable Holdings Inc. 1125 *Closed 2023-12-31 0 $0 -19,870
   Capital Analysts Inc. 1075 *Closed 2023-12-31 0 $0 -451
   WRAPMANAGER INC 281 *Closed 2023-12-31 0 $0 -101,118
   SAVANT CAPITAL MANAGEMENT INC 851 *Closed 2023-12-31 0 $0 -204,282
   MOTCO 595 *Closed 2023-12-31 0 $0 -890
   SWMG LLC 98 *Closed 2023-12-31 0 $0 -12,402
   HPM Partners LLC *Closed 2023-12-31 0 $0 -30,000
   Rockbridge Investment Management LCC 764 *Closed 2023-12-31 0 $0 -1,716
   CREATIVE PLANNING 2829 *Closed 2023-12-31 0 $0 -356,223
   Bellecapital International Ltd. *Closed 2023-12-31 0 $0 -31,466
   HHM Wealth Advisors LLC 740 *Closed 2023-12-31 0 $0 -3,570
   Merit Financial Group LLC 803 *Closed 2023-12-31 0 $0 -8,891
   Peloton Wealth Strategists 91 *Closed 2023-12-31 0 $0 -141,700
   LINCOLN NATIONAL CORP 1102 *Closed 2023-12-31 0 $0 -37,454
   Farther Finance Advisors LLC 3156 *Closed 2023-12-31 0 $0 -3,375
   BAYSTATE WEALTH MANAGEMENT LLC 1277 *Closed 2023-12-31 0 $0 -130
   JANE STREET GROUP LLC 5524 *Closed 2023-12-31 0 $0 -523,660
   UBS Group AG 7476 *Closed 2023-12-31 0 $0 -1,208,289
   MARINER WEALTH ADVISORS, LLC 3058 *Closed 2023-12-31 0 $0 -1,027,813
   Cetera Investment Advisers 2270 *Closed 2023-12-31 0 $0 -12,592
   DAVIDSON D A & CO 1336 *Closed 2023-12-31 0 $0 -73,470
   Granite Harbor Advisors Inc. 71 *Closed 2023-12-31 0 $0 -27,109
   Sawtooth Asset Management Inc. 1088 *Closed 2023-12-31 0 $0 -24,878
   Redwood Financial Network Corp 142 *Closed 2023-12-31 0 $0 -37,446
   SPINNAKER TRUST 276 *Closed 2023-12-31 0 $0 -14,317
   Prime Capital Investment Advisors LLC *Closed 2023-12-31 0 $0 -34,708
   JANNEY MONTGOMERY SCOTT LLC 2698 *Closed 2023-12-31 0 $0 -59,835
   ADVISORY SERVICES NETWORK, LLC 3685 *Closed 2023-12-31 0 $0 -15,094
   Horan Securities Inc. 105 *Closed 2023-12-31 0 $0 -32,993
   Eldridge Investment Advisors Inc. 150 *Closed 2023-12-31 0 $0 -33,984
   MERCER GLOBAL ADVISORS INC /ADV 2031 *Closed 2023-12-31 0 $0 -241,731
   Baird Financial Group Inc. 1735 *Closed 2023-12-31 0 $0 -220,142
   SONATA CAPITAL GROUP INC 110 *Closed 2023-12-31 0 $0 -236,677
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1093 *Closed 2023-12-31 0 $0 -128,371
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3359 *Closed 2023-12-31 0 $0 -354,998
   Mascoma Wealth Management LLC *Closed 2023-12-31 0 $0 -2,482
   MIDDLETON & CO INC/MA 157 *Closed 2023-12-31 0 $0 -20,400
   MISSION CREEK CAPITAL PARTNERS INC 227 *Closed 2023-12-31 0 $0 -51,205
   AMERIPRISE FINANCIAL INC 3844 *Closed 2023-12-31 0 $0 -633,261
   AMG NATIONAL TRUST BANK 431 *Closed 2023-12-31 0 $0 -56,508
   Private Advisor Group LLC 2252 *Closed 2023-12-31 0 $0 -238,955
   MORGAN STANLEY 7394 *Closed 2023-12-31 0 $0 -2,489,781
   HARBOUR INVESTMENTS INC. 3038 *Closed 2023-12-31 0 $0 -110,569
   AE Wealth Management LLC 2172 *Closed 2023-12-31 0 $0 -236,765
   Glenview Trust Co 470 *Closed 2023-12-31 0 $0 -1,138,966
   J. L. Bainbridge & Co. Inc. 84 *Closed 2023-12-31 0 $0 -41,013
   Bramshill Investments LLC 184 *Closed 2023-12-31 0 $0 -2,060
   MADDEN ADVISORY SERVICES, INC. 89 *Closed 2023-12-31 0 $0 -222,050
   AFT, FORSYTH & COMPANY, INC. 137 *Closed 2023-12-31 0 $0 -15,600
   BENJAMIN F. EDWARDS & COMPANY INC. 2114 *Closed 2023-12-31 0 $0 -76,840
   Curi Capital 166 *Closed 2023-12-31 0 $0 -16,145
  100 Records found
  1    
  Page 1 of 1
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